AI Implementation Guide for Lifecycle Marketing

Step-by-step blueprint for planning, piloting, and scaling AI across campaigns, journeys, and lead magnets.

## What’s inside - **Strategy brief** covering AI business cases for lifecycle, expansion, and passive revenue motions. - **Integration workbook** that maps data sources, orchestration tools, and AI services with dependency checklists. - **Pilot playbook** for selecting use cases, scoping MVPs, and codifying guardrails before rollout. - **Change management kit** (communications, enablement, KPI plan) so teams adopt the workflows you build. ## Implementation phases ### Phase 1 – Discovery & Prioritization - Interview template for Marketing, RevOps, Success, and Product leads. - Scoring model that ranks use cases by impact, effort, and sponsor appetite. - Stakeholder map + approval plan so you secure exec support early. ### Phase 2 – Architecture & Data Readiness - Inventory worksheet for CRM, product, support, and web signals with freshness + quality scoring. - Integration diagrams showing how to route data into SFMC/Braze/Iterable and back into AI copilots. - Compliance + security review prompts to align Legal and IT. ### Phase 3 – Pilot Execution - Sprint template (aimed at 4–6 weeks) with backlog items, QA scripts, and AI prompt scaffolding. - “Definition of ready/done” checklist tuned for AI-powered journeys. - Metrics tracker capturing lift, efficiency gains, and sponsor pipeline. ### Phase 4 – Scale & Monetize - Governance playbook to hand off ownership to RevOps or managed services like Automation Flight Deck. - Passive Revenue Lab extension plan so pilots evolve into sellable lead magnets/kits. - Post-launch review deck format so leadership can green-light the next wave. ## How to apply the guide 1. **Kickoff workshop** – use the discovery template to align on goals and gather inputs in a single session. 2. **Fill the workbook** – document current state, data readiness, and system constraints. 3. **Select 1–2 pilots** – run the prioritization model, choose sponsors, and move into the sprint plan. 4. **Deploy + review** – execute the pilot, collect KPIs, and decide whether to scale, monetize, or pivot. Every section links back to editable Google Docs/Sheets so the guide becomes your operating system for AI implementation—not just a PDF.***